Crewe Advisors LLC
Holdings as of 2026-06-30, filed 2026-07-24 · recorded 2026-08-06 04:05:52.185 UTC
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 24 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
1,135
Value reported by manager
$1.4B
Sum of our stored positions
$1.4B
should match the line above
Disclosure lag
24 d
quarter end to filing
Top 5 concentration
39.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | $161M | 214,948 | — | 464287200 |
| PACS GROUP INC | COM SHS | $141M | 3,307,188 | — | 69380Q107 |
| ISHARES TR | CORE S&P MCP ETF | $80.4M | 1,043,164 | — | 464287507 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $78.1M | 104,579 | — | 78462F103 |
| ISHARES TR | CORE MSCI EAFE | $63.8M | 660,188 | — | 46432F842 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $50.8M | 691,686 | — | 921937835 |
| VANGUARD WORLD FD | ESG US STK ETF | $48.2M | 364,656 | — | 921910733 |
| DBX ETF TR | XTRACK MSCI EAFE | $42.5M | 778,666 | — | 233051200 |
| PGIM ETF TR | PGIM ULTRA SH BD | $42M | 847,303 | — | 69344A107 |
| BERKSHIRE HATHAWAY INC DEL | CL A | $41.2M | 55 | — | 084670108 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $35.3M | 50,124 | — | 78467Y107 |
| MICROSOFT CORP | COM | $32.7M | 87,611 | — | 594918104 |
| APPLE INC | COM | $29.6M | 102,418 | — | 037833100 |
| ISHARES TR | NATIONAL MUN ETF | $27.6M | 256,075 | — | 464288414 |
| ISHARES TR | CORE S&P SCP ETF | $26.8M | 180,397 | — | 464287804 |
| VANGUARD INDEX FDS | SMALL CP ETF | $25.9M | 85,513 | — | 922908751 |
| ADVANCED MICRO DEVICES INC | COM | $23.3M | 40,172 | — | 007903107 |
| ISHARES TR | RUSSELL 2000 ETF | $20.8M | 69,179 | — | 464287655 |
| VANGUARD WORLD FD | INF TECH ETF | $19.7M | 164,416 | — | 92204A702 |
| ALPHABET INC | CAP STK CL C | $19.1M | 54,038 | — | 02079K107 |
| CHEVRON CORPORATION | COM | $17.5M | 105,557 | — | 166764100 |
| INVESCO QQQ TR | UNIT SER 1 | $14.3M | 19,375 | — | 46090E103 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $13.4M | 26,858 | — | 084670702 |
| J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | $12.4M | 183,760 | — | 46654Q724 |
| VANGUARD WORLD FD | ESG INTL STK ETF | $10.9M | 132,891 | — | 921910725 |
| ISHARES TR | MSCI EAFE ETF | $8.7M | 84,025 | — | 464287465 |
| ISHARES INC | CORE MSCI EMKT | $8.7M | 105,358 | — | 46434G103 |
| HERTZ GLOBAL HLDGS INC | COM NEW | $8.6M | 3,794,106 | — | 42806J700 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $8.2M | 11,876 | — | 922908363 |
| NVIDIA CORPORATION | COM | $8M | 40,213 | — | 67066G104 |
| ALPHABET INC | CAP STK CL A | $7.8M | 21,790 | — | 02079K305 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $7.7M | 93,675 | — | 92206C870 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.2M | 121,090 | — | 922042858 |
| AMAZON COM INC | COM | $7M | 29,559 | — | 023135106 |
| VISA INC | COM CL A | $6.1M | 17,862 | — | 92826C839 |
| TESLA INC | COM | $5.9M | 14,032 | — | 88160R101 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $5.7M | 58,758 | — | 922908553 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $5.3M | 105,330 | — | 47103U845 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.8M | 12,955 | — | 922908769 |
| JPMORGAN CHASE & CO | COM | $4.3M | 13,043 | — | 46625H100 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $4.1M | 80,466 | — | 46641Q837 |
| EQT CORP | COM | $4M | 75,202 | — | 26884L109 |
| META PLATFORMS INC | CL A | $3.8M | 6,659 | — | 30303M102 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.4M | 108,015 | — | 808524797 |
| ISHARES TR | EAFE SML CP ETF | $3.3M | 39,586 | — | 464288273 |
| ARISTA NETWORKS INC | COM SHS | $3.2M | 18,904 | — | 040413205 |
| NETFLIX INC. | COM | $3.2M | 44,491 | — | 64110L106 |
| ISHARES TR | RUS 1000 GRW ETF | $3.1M | 24,743 | — | 464287614 |
| EXPAND ENERGY CORPORATION | COM | $3M | 33,134 | — | 165167735 |
| BROADCOM INC | COM | $2.9M | 7,723 | — | 11135F101 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.8M | 11,954 | — | 921908844 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $2.7M | 14,376 | — | 81369Y803 |
| ISHARES TR | MSCI EMG MKT ETF | $2.6M | 38,133 | — | 464287234 |
| ISHARES TR | CORE DIV GRWTH | $2.5M | 33,384 | — | 46434V621 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $2.5M | 44,499 | — | 46641Q332 |
| ROYAL GOLD INC | COM | $2.5M | 12,484 | — | 780287108 |
| ISHARES TR | SHRT NAT MUN ETF | $2.5M | 23,393 | — | 464288158 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.3M | 31,991 | — | 921943858 |
| INTEL CORP | COM | $2.2M | 16,055 | — | 458140100 |
| APPLIED MATLS INC | COM | $2.1M | 2,889 | — | 038222105 |
| ISHARES TR | PFD AND INCM SEC | $2.1M | 67,621 | — | 464288687 |
| SPDR GOLD TR | GOLD SHS | $1.9M | 5,248 | — | 78463V107 |
| AMERICAN EXPRESS CO | COM | $1.9M | 5,708 | — | 025816109 |
| MASTERCARD INCORPORATED | CL A | $1.9M | 3,755 | — | 57636Q104 |
| AMPHENOL CORP | CL A | $1.8M | 10,446 | — | 032095101 |
| ISHARES TR | S&P 500 GRWT ETF | $1.8M | 13,225 | — | 464287309 |
| CATERPILLAR INC | COM | $1.8M | 1,707 | — | 149123101 |
| MOODYS CORP | COM | $1.8M | 3,957 | — | 615369105 |
| COSTCO WHOLESALE CORPORATION | COM | $1.8M | 1,888 | — | 22160K105 |
| VANGUARD INDEX FDS | MID CAP ETF | $1.7M | 21,322 | — | 922908629 |
| ISHARES TR | LARG CAP DEC ETF | $1.6M | 57,241 | — | 46438G471 |
| MICRON TECHNOLOGY INC | COM | $1.5M | 1,306 | — | 595112103 |
| INTERNATIONAL BUSINESS MACHS | COM | $1.4M | 4,811 | — | 459200101 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.4M | 45,910 | — | 808524201 |
| MERCK & CO INC | COM | $1.3M | 10,490 | — | 58933Y105 |
| ISHARES TR | FLTG RATE NT ETF | $1.3M | 26,050 | — | 46429B655 |
| GLOBALSTAR INC | COM NEW | $1.3M | 16,256 | — | 378973507 |
| TJX COS INC NEW | COM | $1.3M | 8,505 | — | 872540109 |
| ISHARES TR | LARG CAP MAR ETF | $1.3M | 47,527 | — | 46438G455 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $1.2M | 2,616 | — | 874039100 |
| PROCTER & GAMBLE CO | COM | $1.2M | 8,333 | — | 742718109 |
| BANK OF AMER CORP | COM | $1.2M | 20,888 | — | 060505104 |
| ORACLE CORP | COM | $1.2M | 7,936 | — | 68389X105 |
| ELI LILLY & CO | COM | $1.2M | 962 | — | 532457108 |
| GE AEROSPACE | COM NEW | $1.1M | 3,040 | — | 369604301 |
| WALMART INC | COM | $1.1M | 9,724 | — | 931142103 |
| RTX CORPORATION | COM | $1.1M | 5,759 | — | 75513E101 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 5,086 | — | 46137V357 |
| ISHARES TR | LARG CAP SEP ETF | $1.1M | 38,118 | — | 46438G588 |
| ISHARES TR | LARG CAP JUN ETF | $1.1M | 36,295 | — | 46438G612 |
| SHELL PLC | SPON ADS | $1.1M | 13,577 | — | 780259305 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1M | 4,117 | — | 922908652 |
| SHOPIFY INC | CL A SUB VTG SHS | $978.6K | 8,571 | — | 82509L107 |
| RUNWAY GROWTH FINANCE CORP | COM | $964.9K | 172,002 | — | 78163D100 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $962.6K | 15,662 | — | 46654Q203 |
| ISHARES TR | JPMORGAN USD EMG | $901.5K | 9,348 | — | 464288281 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $890.6K | 10,232 | — | 45841N107 |
| AUTONATION INC | COM | $884.5K | 4,761 | — | 05329W102 |
| ISHARES TR | S&P 500 VAL ETF | $880.1K | 3,876 | — | 464287408 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $842K | 29,076 | — | 808524102 |
| PALO ALTO NETWORKS INC | COM | $834.1K | 2,446 | — | 697435105 |
| JOHNSON & JOHNSON | COM | $828.7K | 3,263 | — | 478160104 |
| PHILIP MORRIS INTL INC | COM | $808.1K | 4,466 | — | 718172109 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $775.9K | 8,467 | — | 78468R663 |
| HOME DEPOT INC | COM | $771.1K | 2,187 | — | 437076102 |
| ISHARES TR | RUS 1000 ETF | $750.6K | 1,833 | — | 464287622 |
| ABBVIE INC | COM | $750.1K | 2,981 | — | 00287Y109 |
| VANGUARD INDEX FDS | GROWTH ETF | $730.5K | 8,480 | — | 922908736 |
| BOOKING HOLDINGS INC | COM | $714.5K | 4,009 | — | 09857L108 |
| MARTIN MARIETTA MATLS INC | COM | $712.8K | 1,236 | — | 573284106 |
| BLACKSTONE INC | COM | $709.9K | 6,033 | — | 09260D107 |
| TEXAS INSTRS INC | COM | $705.8K | 2,368 | — | 882508104 |
| CISCO SYS INC | COM | $689.7K | 5,872 | — | 17275R102 |
| BOEING CO | COM | $687.3K | 3,175 | — | 097023105 |
| HAMILTON INSURANCE GROUP LTD | CL B | $686.9K | 20,239 | — | G42706104 |
| DUKE ENERGY CORP NEW | COM NEW | $682.4K | 5,391 | — | 26441C204 |
| ISHARES INC | MSCI JAPAN ETF | $677.4K | 7,263 | — | 46434G822 |
| SPDR SERIES TRUST | ST STR P500ETF | $666.9K | 7,589 | — | 78464A854 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $663.6K | 18,403 | — | 808524722 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $656K | 23,681 | — | 808524805 |
| GE VERNOVA INC | COM | $655.6K | 558 | — | 36828A101 |
| AMERIPRISE FINL INC | COM | $649.1K | 1,415 | — | 03076C106 |
| ISHARES INC | MSCI EMRG CHN | $647.4K | 6,328 | — | 46434G764 |
| SUNCOR ENERGY INC NEW | COM | $639.1K | 11,905 | — | 867224107 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $617K | 3,889 | — | 81369Y209 |
| CORNING INC | COM | $609.7K | 2,387 | — | 219350105 |
| ISHARES TR | CORE US AGGBD ET | $591.2K | 5,973 | — | 464287226 |
| ISHARES TR | MSCI USA QLT FCT | $584.6K | 2,664 | — | 46432F339 |
| ISHARES TR | CORE S&P TTL STK | $573K | 3,488 | — | 464287150 |
| J P MORGAN EXCHANGE TRADED F | BETA EURO ET NE | $563.8K | 7,249 | — | 46641Q191 |
| ALLSTATE CORP | COM | $551.6K | 2,318 | — | 020002101 |
| 3M CO | COM | $540.1K | 3,336 | — | 88579Y101 |
| MORGAN STANLEY | COM NEW | $536.2K | 2,565 | — | 617446448 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | $532.5K | 11,971 | — | 14020V108 |
| WEC ENERGY GROUP INC | COM | $524.8K | 4,494 | — | 92939U106 |
| ISHARES TR | S&P MC 400GR ETF | $523.8K | 4,458 | — | 464287606 |
| ISHARES TR | RUSSELL 3000 ETF | $517.2K | 1,213 | — | 464287689 |
| ISHARES TR | 0-3 MTH TREASURY | $510.6K | 5,072 | — | 46436E718 |
| SPDR SERIES TRUST | ST STR SP DIV | $509.3K | 3,347 | — | 78464A763 |
| APPLOVIN CORP | COM CL A | $509K | 988 | — | 03831W108 |
| CROWDSTRIKE HLDGS INC | CL A | $507.5K | 665 | — | 22788C105 |
| ISHARES TR | 3 7 YR TREAS BD | $507.3K | 4,319 | — | 464288661 |
| MCDONALDS CORP | COM | $504.7K | 1,867 | — | 580135101 |
| AMGEN INC | COM | $498.3K | 1,376 | — | 031162100 |
| SHERWIN WILLIAMS CO | COM | $494.8K | 1,437 | — | 824348106 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $491.4K | 941 | — | 78467X109 |
| CITIGROUP INC | COM NEW | $491.3K | 3,510 | — | 172967424 |
| CUMMINS INC | COM | $482.1K | 676 | — | 231021106 |
| GOLDMAN SACHS GROUP INC | COM | $469.6K | 464 | — | 38141G104 |
| DIREXION SHARES ETF TRUST | DAI SEM BUL ETF | $466.7K | 1,750 | — | 25459W458 |
| THERMO FISHER SCIENTIFIC INC | COM | $464.3K | 926 | — | 883556102 |
| GLOBAL X FDS | US INFR DEV ETF | $463.3K | 7,864 | — | 37954Y673 |
| BRISTOL-MYERS SQUIBB CO | COM | $458.1K | 7,950 | — | 110122108 |
| LINDE PLC | SHS | $450.4K | 868 | — | G54950103 |
| ISHARES TR | RUS 1000 VAL ETF | $441.5K | 1,821 | — | 464287598 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $432K | 8,134 | — | 81369Y506 |
| NORTHWESTERN ENERGY GROUP IN | COM NEW | $427.6K | 5,970 | — | 668074305 |
| LOWES COS INC | COM | $424.9K | 1,927 | — | 548661107 |
| WESTERN DIGITAL CORP | COM | $416.4K | 652 | — | 958102105 |
| MCKESSON CORP | COM | $410.3K | 543 | — | 58155Q103 |
| GENERAL MILLS INC | COM | $407.8K | 11,718 | — | 370334104 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $395.3K | 7,374 | — | 81369Y605 |
| ISHARES TR | RUS MID CAP ETF | $393.3K | 3,565 | — | 464287499 |
| WISDOMTREE TR | INDIA ERNGS FD | $391.4K | 9,150 | — | 97717W422 |
| JEFFERIES FINANCIAL GROUP IN | COM | $377.2K | 7,546 | — | 47233W109 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $370.4K | 2,360 | — | 922042742 |
| STRYKER CORPORATION | COM | $348.1K | 1,106 | — | 863667101 |
| NEXTERA ENERGY INC | COM | $336.2K | 3,830 | — | 65339F101 |
| MONGODB INC | CL A | $335.9K | 1,000 | — | 60937P106 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $335.1K | 1,961 | — | 84615Q103 |
| ISHARES TR | MSCI ACWI ETF | $331.4K | 2,111 | — | 464288257 |
| ISHARES TR | S&P 100 ETF | $327.8K | 896 | — | 464287101 |
| ISHARES TR | 7-10 YR TRSY BD | $327.6K | 3,464 | — | 464287440 |
| ISHARES TR | MSCI INDIA ETF | $327.1K | 6,623 | — | 46429B598 |
| FIRST TR EXCHNG TRADED FD VI | VEST BUFFERED | $325.8K | 11,115 | — | 33740U778 |
| ZIONS BANCORPORATION NATL AS | COM | $325.3K | 4,701 | — | 989701107 |
| WELLS FARGO & CO | COM | $323.8K | 3,918 | — | 949746101 |
| KLA CORP | COM NEW | $319.2K | 1,058 | — | 482480100 |
| BP PLC | SPONSORED ADR | $317.1K | 8,581 | — | 055622104 |
| AUTOZONE INC | COM | $316.4K | 99 | — | 053332102 |
| PFIZER INC | COM | $314.2K | 13,048 | — | 717081103 |
| PALANTIR TECHNOLOGIES INC | CL A | $314K | 2,691 | — | 69608A108 |
| ISHARES TR | 1 3 YR TREAS BD | $309.9K | 3,774 | — | 464287457 |
| NUCOR CORP | COM | $303.8K | 1,364 | — | 670346105 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $295.2K | 1,215 | — | 922908611 |
| ELECTRONIC ARTS INC | COM | $295.1K | 1,439 | — | 285512109 |
| MANULIFE FINL CORP | COM | $291.7K | 7,200 | — | 56501R106 |
| IREN LIMITED | ORDINARY SHARES | $290.4K | 6,350 | — | Q4982L109 |
| ENSIGN GROUP INC | COM | $286.6K | 1,788 | — | 29358P101 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $282.3K | 8,479 | — | 46438F101 |
| PINNACLE WEST CAP CORP | COM | $280.1K | 2,618 | — | 723484101 |
| VERTEX PHARMACEUTICALS INC | COM | $279.7K | 563 | — | 92532F100 |
| VANECK ETF TRUST | GOLD MINERS ETF | $278K | 3,684 | — | 92189F106 |
| COMFORT SYS USA INC | COM | $277.5K | 140 | — | 199908104 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | $269.4K | 8,843 | — | 808524789 |
| PPL CORP | COM | $264.3K | 7,270 | — | 69351T106 |
| GLOBAL X FDS | ARTIFICIAL ETF | $261.3K | 3,982 | — | 37954Y632 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $260.5K | 7,699 | — | 808524300 |
| EATON CORP PLC | SHS | $259.9K | 610 | — | G29183103 |
| WASTE MGMT INC DEL | COM | $259.7K | 1,165 | — | 94106L109 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-24